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Nonprofiteer
← UNITED WAY OF PIERCE COUNTY

Form 990 for tax year 2023

Filed by UNITED WAY OF PIERCE COUNTY.

Totals

Total revenue
$7,897,303
Total expenses
$6,400,567
Contributions and grants received
$7,180,588
Grants paid
$2,241,685
Program service revenue
$341,636
Investment income
$333,577
Other revenue
$41,502
Total assets, end of year
$17,078,616
Total liabilities, end of year
$292,091
Net assets or fund balances, end of year
$16,786,525
Program services expenses (Part IX)
$4,774,935
Management and general expenses
$492,636
Fundraising expenses
$1,132,996
Program service expenses (Part III)
$4,774,935

Program services were 74.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $1,294

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $2,889,875

  • 1f · All other contributions, gifts and grants

    $4,289,419

  • 1g · Noncash contributions included above

    $154,069

  • 2a · Program service revenue: Betye Martin Baker Human Service Center

    total $341,636 · related or exempt $341,636 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $233,990 · related or exempt $233,990 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $1,422,416 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $1,322,829 · other assets $0

  • 7c · Gain or loss

    securities $99,587 · other assets $0

  • 7d · Net gain or loss

    total $99,587 · related or exempt $99,587 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 11a · Other revenue: Donor Designation Cost Recovery Fee

    total $41,502 · related or exempt $41,502 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $41,502

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,241,685 · program services $2,241,685

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $561,986 · program services $270,016 · management and general $192,220 · fundraising $99,750

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $1,754,561 · program services $1,076,357 · management and general $109,476 · fundraising $568,728

  • 8 · Pension plan contributions

    total $76,772 · program services $44,551 · management and general $9,727 · fundraising $22,494

  • 9 · Other employee benefits

    total $220,210 · program services $150,540 · management and general $18,322 · fundraising $51,348

  • 10 · Payroll taxes

    total $157,828 · program services $92,987 · management and general $20,067 · fundraising $44,774

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $47,767 · program services $0 · management and general $47,767 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $258,700 · program services $185,568 · management and general $20,897 · fundraising $52,235

  • 12 · Advertising and promotion

    total $19,954 · program services $0 · management and general $0 · fundraising $19,954

  • 13 · Office expenses

    total $84,473 · program services $60,918 · management and general $11,193 · fundraising $12,362

  • 14 · Information technology

    total $113,225 · program services $75,664 · management and general $18,559 · fundraising $19,002

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $230,004 · program services $229,289 · management and general $246 · fundraising $469

  • 17 · Travel

    total $22,048 · program services $10,069 · management and general $3,277 · fundraising $8,702

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $261,393 · program services $77,559 · management and general $12,721 · fundraising $171,113

  • 21 · Payments to affiliates

    total $78,629 · program services $54,790 · management and general $7,224 · fundraising $16,615

  • 22 · Depreciation, depletion and amortization

    total $179,604 · program services $173,415 · management and general $1,882 · fundraising $4,307

  • 23 · Insurance

    total $33,099 · program services $20,211 · management and general $4,272 · fundraising $8,616

  • 24a · Other expenses: Printing and publications

    total $37,604 · program services $9,181 · management and general $2,340 · fundraising $26,083

  • 24b · Other expenses: Dues to professional organizations

    total $11,024 · program services $1,785 · management and general $2,795 · fundraising $6,444

  • 24c · Other expenses: Miscellaneous

    total $10,001 · program services $350 · management and general $9,651 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $4,637,692 · end of year $4,584,153

  • 3 · Pledges and grants receivable

    beginning of year $2,509,298 · end of year $2,396,909

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $159,932 · end of year $95,127

  • 10a · Land, buildings and equipment: cost or other basis

    $7,552,635

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,410,955

  • 10c · Land, buildings and equipment, net

    beginning of year $2,303,197 · end of year $2,141,680

  • 11 · Investments: publicly traded securities

    beginning of year $5,164,981 · end of year $7,777,747

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $83,000 · end of year $83,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $61,387 · end of year $129,450

  • 18 · Grants payable

    beginning of year $183,874 · end of year $162,641

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $11,467,377 · end of year $13,715,751

  • 28 · Net assets with donor restrictions

    beginning of year $3,145,462 · end of year $3,070,774

Mission and programs · 2023

Mission

We mobilize and unite the caring power of Pierce County to tackle our community's toughest challenges to improve lives in measurable and lasting ways. Our bold goal is to lift 15,000 households out of poverty in Pierce County by 2028.

Activities or mission (Part I)

We unite the community to end poverty one household at a time. We provide programs that strengthen families such as our Centers for Strong Families which increase economic self-sufficiency by providing finance, jobs and income support coaches.

  • Community Impact Grants and related. These are distributions to various nonprofit agencies providing programs that help reduce poverty in Pierce County Washington. Grants are reviewed by community volunteers before being submitted to the United Way Board for approval. Related donations received are restricted to the work that we do and we may distribute those dollars to nonprofits who are helping further our mission. More than 130,177 individuals accessed services moving them closer to self-sufficiency.

    Expenses $1,505,314 · Grants $1,505,314

  • 211 is a free and confidential service that connects people with critical resources helping to stabilize individuals in Pierce, Thurston and Lewis counties. 74,198 contacts were made in 2023, 76,529 contacts were made in 2022, 80,087 contacts in 2021. An integral part of the program are on the ground navigators who are experts in the areas of transportation, behavioral health, basic food, housing and early learning. Ride United, a collaboration with Lyft, provided 2,097 rides to low income and disabled individuals. Other highlights include 24 people connected to permanent housing; 7,617 connected to rental assistance and 6,411 connected to shelter. 2 1 1 continues to be one of the most visited pages on the United Way of Pierce County website.

    Expenses $976,357

  • Community Impact: In 2017 we made a bold goal to lift 15,000 household out of poverty by 2028. This takes a community wide effort of forming collaborations, agreeing on key measurements and tracking indicators with nonprofits, government, educators and businesses. One of our key collaborations is our seven Centers for Strong Families which provide coaching in the areas of jobs, finance and income supports. Total number of clients served since 2016 is 4,538. 22 coaches provided tools and resources to connect families to living-wage careers, solid financial plans, and strategies. Some of the highlights: $6,729 average increase in savings, 105 individuals placed in jobs, $1,936 average monthly increase in enw income.

    Expenses $935,578

  • Donor Voice Program provides donors the opportunity to designate their gift to other charities. All charities are verified as to their nonprofit status and compliance with the Patriot Act.

    Expenses $577,432

  • Betye Martin Baker Human Service Center: Since 1995 our mission has been to offer other nonprofits significantly below market rent so they can put more money back into their missions.

    Expenses $391,975

  • Gifts in Kind: This program receives donations from companies and individuals and then gives those products out to other nonprofits to give to their low-income clients. United Way does not charge for this program. Examples of products received and distributed include diapers, gloves, paper products, small household appliances new and lightly used clothing and bedding. From time-to-time local entertainment venues donate tickets. Of the total program costs of $209,479, $158,939 were goods distributed to the community with the remaining $50,540 spent to run the program.

    Expenses $209,479

  • Volunteer Engagement: United Way connects volunteers with other nonprofits. It also utilized volunteers in our own activities such as our MLK Day of Service, United Way Day of Action and our Summer reading and food program. We engaged 388 volunteers in 1,611 hours of service, including corporate teams that participated in MLK Month of Service Hygiene Kit projects and Day of Action Snack Pack projects.

    Expenses $124,010

  • United Way Worldwide Dues Program Support: Provides for educational opportunities, strategic direction, advocacy support and the concept of local community impact to assist our various program activities.

    Expenses $54,790

As filed on the 2023 return.

Listed in Part VII

  • Dona Ponepinto

    President and Chief Executive Officer

    Total calculated
    $229,567
    From this org
    $206,247
    From related orgs
    $0
    Other
    $23,320
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $190,936
    Bonus
    $15,311
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $23,320
    Filer's total
    $229,567

  • Peter J Grignon

    Sr VP of Finance and Chief Financial Officer

    Total calculated
    $124,301
    From this org
    $103,945
    From related orgs
    $0
    Other
    $20,356
    Hours/week
    50

  • Jarrett Brunny

    Vice President of Community Impact

    Total calculated
    $122,792
    From this org
    $109,171
    From related orgs
    $0
    Other
    $13,621
    Hours/week
    50

  • Louis Cooper

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jackie Flowers

    Director

    Total calculated
    $0
    Hours/week
    2

  • Mike Griffus

    Director

    Total calculated
    $0
    Hours/week
    2

  • Stuart Grover

    Director

    Total calculated
    $0
    Hours/week
    0

  • Steve Harlow

    Director

    Total calculated
    $0
    Hours/week
    2

  • Beth Johnson

    Director

    Total calculated
    $0
    Hours/week
    2

  • Tanisha Jumper

    Director

    Total calculated
    $0
    Hours/week
    2

  • Shasta Kelley

    Director

    Total calculated
    $0
    Hours/week
    2

  • Andy Larson

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Nathe Lawver

    Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • Georgia Lomax

    Director

    Total calculated
    $0
    Hours/week
    2

  • Joe Martinez

    Director

    Total calculated
    $0
    Hours/week
    2

  • Renee McClain

    Director

    Total calculated
    $0
    Hours/week
    2

  • Kristie Nockleby

    Director

    Total calculated
    $0
    Hours/week
    2

  • Mark Pinto

    Director

    Total calculated
    $0
    Hours/week
    2

  • Faaluaina Pritchard

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jon Rossman

    Director

    Total calculated
    $0
    Hours/week
    2

  • Carla Santorno

    Director

    Total calculated
    $0
    Hours/week
    2

  • Eli Taylor

    Director

    Total calculated
    $0
    Hours/week
    2

  • Tina Vasen

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Eileen Walker

    Director

    Total calculated
    $0
    Hours/week
    2

  • James Walton

    Director

    Total calculated
    $0
    Hours/week
    2

  • Sebrena Chambers

    Chair

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part II
Dona Ponepinto Part II D, nontaxable benefits, includes a 403 b contribution match and health care benefits. These are the same benefits provided for all United Way employees.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
3 September 2024
IRS schema version
2023v5.0
Source object
202422489349301457

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